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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1576
Prestige Wealth Management Group
New Jersey
$10.2K – – –
SR
1577
Swiss Re
Switzerland
$10.1K – – –
LWMI
1578
Legacy Wealth Management (Idaho)
Idaho
$9.54K +$2.22K +20 +30%
HIMS
1579
Hager Investment Management Services
New Hampshire
$9.44K +$7.76K +70 +438%
Kayne Anderson Rudnick Investment Management
1580
Kayne Anderson Rudnick Investment Management
California
$9.41K -$1.11K -10 -11%
FFL
1581
Financial Freedom LLC
Ohio
$9.16K – – –
WAS
1582
Winch Advisory Services
Wisconsin
$9K – – –
JSAM
1583
J. Safra Asset Management
New York
$8.78K – – –
MCP
1584
Miller Capital Partners
Michigan
$8.67K – – –
CFM
1585
Cornerstone Financial Management
Massachusetts
$8.67K – – –
HWP
1586
Highline Wealth Partners
California
$8.67K – – –
BFS
1587
Bare Financial Services
Pennsylvania
$8.67K +$2.66K +24 +44%
CMA
1588
Cedar Mountain Advisors
Oregon
$8.67K +$8.76K +79 New
SSG
1589
Summit Securities Group
New York
$8.45K -$129K -1,166 -94%
BHWM
1590
Bay Harbor Wealth Management
Maryland
$8.45K +$2.99K +27 +54%
CTWM
1591
Cherry Tree Wealth Management
Minnesota
$8.34K – – –
AF
1592
Align Financial
Minnesota
$8.23K -$908K -8,195 -99%
IAAG
1593
Innovative Asset Advisors Group
Connecticut
$7.48K +$7.54K +68 New
DPW
1594
DiNuzzo Private Wealth
Pennsylvania
$7.46K – – –
FMP
1595
Financial Management Professionals
Texas
$7.24K -$222 -2 -3%
HCM
1596
Hollencrest Capital Management
California
$7.13K – – –
OA
1597
Operose Advisors
Wisconsin
$7.13K – – –
PG
1598
Proffitt & Goodson
Tennessee
$7.02K – – –
UCB
1599
United Community Bank
South Carolina
$7.02K – – –
MSWM
1600
Mowery & Schoenfeld Wealth Management
Illinois
$6.69K – – –